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Our History
 

Norman Jones brings a unique insight to his role as CEO of WealthTouch after years of working and associating with ultra-high net worth individuals. Raised in South Africa, he has spent more than 15 years working as a business consultant and entrepreneur in Asia, Europe and the United States, often working closely with the clientele WealthTouch now serves. In Hong Kong, Jones developed, led and sold two highly successful distribution and marketing businesses with backing from several ultra-high net worth investors. He also spent seven years as a vice president in Accenture’s strategy practice in London and San Francisco, consulting for companies in both the financial services and high-tech sectors. He was one of the founders of Connection to eBay™, a service business joint venture between eBay and Accenture, and led strategy engagements at Barclays, Standard Bank, Novell, HP, NetApp and eBay. Jones joined WealthTouch late in 2007 from McMahon & Company, a 30-year-old commercial insurance business, where Jones was a partner and president. He holds a bachelor’s degree in business from the University of Cape Town and an MBA from IMD, the world’s top-ranked international business school, in Lausanne, Switzerland.
     
 

Jim Shehigian brings over twenty years of strategic leadership experience in the wealth management and financial services arena to his role as President of WealthTouch, where his responsibilities include the operating, product, and client facing divisions of the firm. Shehigian joined WealthTouch in 2008 from Private Client Resources (PCR) where he developed and directed that company’s growth strategies addressing private banks and large financial institutions serving ultra-high net worth families. In 1996, Shehigian co-founded the successful strategic consulting firm Calypso Holdings to pioneer comprehensive channel distribution, marketing and technology strategies for leading wealth management firms throughout the United States. For a decade prior, Shehigian held leadership positions with firms including Nuveen Investments, Envestnet and CNA. In these roles he created technology and marketing innovations that have driven sustained competitive advantage. Shehigian holds a degree in economics from Northwestern University.
     
   

Rod Saunders brings more than 16 years of technology strategy, architecture, and leadership experience to his role as CTO of WealthTouch, including 8 years building and managing high‐volume transaction platforms for the financial services industry. Through his roles as architect and consultant with public companies such as TicketMaster USA, MCI Worldcom, and First American Title, as well as his role as CIO of Mercury Companies, the largest, independent title insurance agent in the U.S. in 2007, Saunders has built an impressive track record of developing strategic technology roadmaps for a number of industry leading products and services. He also adds to WealthTouch leadership’s broad entrepreneurial and international background having successfully launched new ventures in industries ranging from IT professional services, to automobile leasing, to real estate settlement services, while building and managing development teams spanning England, Germany, Finland, India, and the Philippines. Saunders holds a bachelor’s degree in electrical engineering from the University of Connecticut and an MBA from the Leeds School of Business at the University of Colorado.
     
   

Rulonna Neilson serves as WealthTouch’s Chief Relationship Officer. In this role she is responsible for the firm’s client service and marketing organizations and leads WeathTouch’s brand-building and awareness efforts. Ms. Neilson has over 15 years of experience in the financial services and healthcare industries, serving wealth management, private equity, medical device, and turnaround management companies. She has led initiatives in growth strategy, market planning, brand development/positioning, competitive landscape analysis, and acquisition due diligence and integration. She holds a BA from Harvard College and has completed the advanced studies program in international politics and economics at Cambridge University.
     
 

Steve Kosten is responsible for managing the firm’s technology infrastructure and ensuring that WealthTouch’s engineering meets or surpasses industry best practices. As the firm’s Information Security Officer, Kosten also ensures the confidentiality of all client data. Kosten brings to WealthTouch immense knowledge and experience from multiple industries, including finance, telecommunications, aerospace and defense. Prior to joining WealthTouch, he was the Software Section Manager for Department of Defense Special Access Programs at Raytheon Corporation. He also spent five years as a lead engineer for Lockheed Martin, the largest provider of IT services, systems integration and training to the U.S. government, and several years as a technology consultant working with companies like Qwest, Financial Times Energy and others. Kosten received a bachelor’s degree in aerospace engineering from The Pennsylvania State University and holds a master’s degree in information security from James Madison University through a program accredited by the National Security Agency (NSA).